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Complimentary E-Books

Insured at Every Stage - The Golden Years

Insured at Every Stage - The Golden Years

Later adulthood brings with it just as many changes and opportunities as the bloom of youth. If you have children setting out on their own paths, many aspects of your financial life and priorities change. And whether you have children or not, approaching retirement has a way of crystallizing your financial focus.

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Insured at Every Stage - Raising a Family

Insured at Every Stage - Raising a Family

A growing family, by definition, means an ever-increasing financial obligation – both now and in the future. Raising children can increase your insurance needs and heighten the urgency for having enough coverage. If something were to happen to you and/or your spouse, the stakes are much higher when your children’s safety and future could also be at risk.

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Insured at Every Stage - Getting Married

Insured at Every Stage - Getting Married

Marriage changes everything, including insurance needs. Even if you and your spouse lived together and shared expenses while dating, you may have new responsibilities — and opportunities — for your insurance policies.

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Insured at Every Stage - Starting Out

Insured at Every Stage - Starting Out

The transition to adulthood is an exciting time that marks true independence. You may have graduated from college, started a job, and even rented your first apartment. With this new freedom comes some real responsibility, including protecting yourself from the financial risks that life can present.

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2021 Tax Planning

2021 Tax Planning

This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation. 

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Preparing for a Satisfying Retirement

Preparing for a Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement. 

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The Great Spending Balance

The Great Spending Balance

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This e-book outlines the top three expenditures that typically impact the ability to plan ahead: home, vehicle, and travel. 

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Women and Investing 

Women and Investing 

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This eBook explores these daunting challenges but also examines investing pitfalls that all investors should avoid when taking control of their financial futures. 

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Don't Panic

Don't Panic

In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to second-guess your investment strategy or even consider a different approach to managing your money.

Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.

Despite the current market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.

Click below to download the full e-book.


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